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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,006 | $53,128-69.9% | $86,582-81.5% | $70,126-77.2% |
| Participation rate | 42.9% | 65.3%-22.4pp | 73.5%-30.7pp | 69.5%-26.7pp |
| Annual return | 6.33% | 27.66%-21.3pp | 965.08%-958.8pp | 73.15%-66.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $194 | $3,584-94.6% | $4,904-96.0% | $4,645-95.8% |